Edward Jones - Financial Advisor: Natali M Sanchez, ChFC®|CPWA®|CRPC™
5.01 review
Business Details
About
Investment Service
Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future.
For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy
Location
Edward Jones - Financial Advisor: Natali M Sanchez, ChFC®|CPWA®|CRPC™
7305 Morro Road, Atascadero, CA
93422, United States
Hours
Reviews
5.0
1 reviews
5 stars
1
4 stars0
3 stars0
2 stars0
1 star0
- NSNancy SMay 26, 20225.0I'm very grateful to have Natali as my financial advisor. She has been there for me and my family to guide us with our investments and help us navigate through the current market. Unlike other financial advisors I have dealt with in the past, she has a very warm demeanor. She actually listens and cares to learn about what our current and retirement goals are and creates a plan on how we can meet them. I trust her and that's something that is hard for me to do, especially when it involves my money. Her knowledge and character shine.
Frequently Asked Questions About Edward Jones - Financial Advisor: Natali M Sanchez, ChFC®|CPWA®|CRPC™
What are the main services offered by Edward Jones - Financial Advisor: Natali M Sanchez?
They offer personalized investment services including retirement planning, education savings, tax-efficient investment strategies, and face-to-face financial advice.
What are the office hours for Edward Jones - Financial Advisor: Natali M Sanchez?
The office is open Monday through Friday from 8:00 AM to 4:30 PM, and is closed on weekends. Appointments are by request on weekdays.
Where is Edward Jones - Financial Advisor: Natali M Sanchez located?
The office is located at 7305 Morro Road, Suite 202, Atascadero, CA 93422, USA.
How can I contact Edward Jones - Financial Advisor: Natali M Sanchez?
You can call at +1 805-461-3453 or email natali.sanchez@edwardjones.com for inquiries or appointments.
Is it possible to schedule a consultation with Natali M Sanchez online?
Yes, you can schedule an appointment via the contact page on their website: https://www.edwardjones.com/us-en/financial-advisor/natali-sanchez/contact/
Does Edward Jones provide any online tools to help with retirement planning?
Yes, they offer a retirement savings calculator to help you assess your readiness. It is available at https://www.edwardjones.com/preparing-for-your-future/calculators-checklists/calculators/retirement-savings-calculator.html
What apps are available for accessing Edward Jones services?
Edward Jones has mobile apps available for both iOS and Android devices, downloadable via the Apple App Store and Google Play Store respectively.
Are there healthcare providers near Edward Jones in Atascadero?
Yes, nearby healthcare providers include Craig Beuttler (chiropractor), WestPac Labs (diagnostic services), and Atascadero Hills Dental (dentist).
Which mortgage lenders are located near Edward Jones' Atascadero office?
Nearby mortgage companies include Leslie Kight, The Mortgage House, Fairway Independent Mortgage Corporation, and Alex Smith from Fairway Independent Mortgage Corporation loan officer.
What are some local attractions near Edward Jones' office in Atascadero that clients may visit?
Morro Bay Beach is a popular nearby attraction that clients might consider visiting before or after their consultation.